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Destination Wealth Management’s Blackstone BX Stock Holding History

Destination Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5M Buy
208,259
+8,602
+4% +$1.03M 0.57% 51
2026
Q1 		$23M Buy
199,657
+12,406
+7% +$1.61M 0.6% 56
2025
Q4 		$28.9M Buy
187,251
+2,252
+1% +$342K 0.76% 47
2025
Q3 		$31.6M Sell
184,999
-2,135
-1% -$366K 0.87% 36
2025
Q2 		$28M Buy
187,134
+2,961
+2% +$407K 0.82% 43
2025
Q1 		$25.7M Sell
184,173
-3,251
-2% -$528K 0.81% 42
2024
Q4 		$32.3M Sell
187,424
-12,631
-6% -$2.2M 1.01% 34
2024
Q3 		$30.6M Sell
200,055
-3,154
-2% -$438K 0.95% 33
2024
Q2 		$25.2M Sell
203,209
-3,674
-2% -$452K 0.83% 41
2024
Q1 		$27.2M Sell
206,883
-3,796
-2% -$474K 0.9% 40
2023
Q4 		$27.6M Sell
210,679
-1,836
-0.9% -$199K 0.96% 33
2023
Q3 		$22.8M Sell
212,515
-2,376
-1% -$247K 0.89% 35
2023
Q2 		$20M Buy
214,891
+1,370
+0.6% +$118K 0.74% 49
2023
Q1 		$18.8M Buy
213,521
+1,334
+0.6% +$118K 0.71% 51
2022
Q4 		$15.7M Sell
212,187
-1,752
-0.8% -$151K 0.63% 53
2022
Q3 		$17.9M Sell
213,939
-158
-0.1% -$15.3K 0.75% 44
2022
Q2 		$19.5M Sell
214,097
-4,408
-2% -$476K 0.79% 44
2022
Q1 		$27.7M Sell
218,505
-13,315
-6% -$1.62M 1.03% 30
2021
Q4 		$30M Sell
231,820
-13,106
-5% -$1.75M 1.06% 32
2021
Q3 		$28.5M Sell
244,926
-40,986
-14% -$4.76M 1.11% 28
2021
Q2 		$27.8M Sell
285,912
-33,395
-10% -$2.97M 1.07% 30
2021
Q1 		$23.8M Sell
319,307
-1,765
-0.5% -$122K 0.98% 33
2020
Q4 		$20.8M Sell
321,072
-535
-0.2% -$31.2K 0.91% 37
2020
Q3 		$16.8M Sell
321,607
-190
-0.1% -$10.2K 0.85% 41
2020
Q2 		$18.2M Buy
321,797
+2,870
+0.9% +$151K 0.99% 33
2020
Q1 		$14.5M Sell
318,927
-3,754
-1% -$208K 0.89% 38
2019
Q4 		$18.1M Buy
322,681
+224
+0.1% +$11.6K 0.92% 36
2019
Q3 		$15.7M Buy
+322,457
New +$15.7M 0.85% 39
2018
Q4 		– Sell
-1,775
Closed -$68K – 532
2018
Q3 		$68K Buy
+1,775
New +$64.1K ﹤0.01% 249

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destination Wealth Management's BX Position: Q2 2026 in Review

Destination Wealth Management increased its Blackstone (BX) stake by 4.3% in Q2 2026, buying an estimated $1.03M and bringing the position to 208,259 shares worth $24.5M. The position accounts for 0.57% of the portfolio, ranked #51.

Destination Wealth Management first reported a position in BX in Q3 2018 and has held it in 29 quarters since. The position peaked at $32.3M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Destination Wealth Management held 208,259 shares of Blackstone worth $24.5M as of Q2 2026.
  • Destination Wealth Management bought 8,602 Blackstone shares in Q2 2026, an estimated $1.03M.
  • Blackstone made up 0.57% of Destination Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Destination Wealth Management first reported a position in Blackstone in Q3 2018 and has held it in 29 quarters since.
  • Destination Wealth Management's Blackstone position peaked at $32.3M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.